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Peter Patrick Cahill

Trust Advisory Group LTD
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Trust Advisory Group LTD
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter is the LLC manager for Cahill Dean Road LLC, a family real estate investment. He spends minimal time on this activity each month.

Employment History
Current Registrations
Stonex Securities INC.Broker
October 2024 - Present · 1 yr 4 mos
Trust Advisory Group LTD
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Ages Financial Services, LTD.Broker
June 2012 - September 2024 · 12 yrs 3 mos
Financial Network Investment CorporationBroker
April 2010 - May 2012 · 2 yrs 1 mo
American Planning Group INC
October 2009 - May 2012 · 2 yrs 7 mos
Charles Schwab & CO., INC.
April 2005 - July 2008 · 3 yrs 3 mos
Charles Schwab & CO., INC.Broker
April 2005 - July 2008 · 3 yrs 3 mos
Raymond James Financial Services
January 2004 - September 2004 · 8 mos
Raymond James Financial Services, INC.Broker
January 2004 - September 2004 · 8 mos
A. G. Edwards & Sons, INC.Broker
April 2002 - January 2004 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
April 2002 - January 2004 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - March 2002 · 4 yrs 4 mos
Washington Square Securities, INC.Broker
July 1997 - September 1997 · 2 mos
State Registrations4 states
CTMASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.